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CRM & Sales Hub

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Reporting on follow up calls
- Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back within a week) vs those which are recycled and called again after several months. Any advice in creating a follow up calls report? Thanks! ...read more
Custom list of customer discovery details
- I'm new to HubSpot. How can I create a custom list of discovery type questions that can be displayed in the company overview section in a company profile? ...read more
Use workflows access a property's history
- Hey there, I was wondering whether I can access a property's historical values via a workflow. My problem revolves around the close date deal property. I work in an industry where it's not unusual for a deal to take 3 years to move through our pipeline and have notifications set up to inform me when major changes are made to a deal's close date (new close date is 30+ days away from the initial close date), so I can see if I need to updat ...read more
Integration of HubSpot with ERP
- Has anyone integrated HubSpot with Global Shop? ...read more
HubSpot Free New User Question Please - What parts of HubSpot do I need to set up?
- Hi, been trying to understand all the tools, very intuitive, but also lots to learn. What would I need to set up for the following scenario? Small business has 3 separate products: 1) Franchises 2) Selling Equipment 3) Staff Training Services I manage the website for the client, and he wants to integrate HubSpot so he can manage the enquiries for the above, through their sales process. Just struggling as a beginner, to know what parts of ...read more

CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more

Reply Discussion Announcement Sales

12 upvotes

75 Replies

CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more

Reply Discussion Getting Started Sales

11 upvotes

6 Replies

spatrizi-cv on June 10, 2023

Custom Quotes: Changing / Editing CMS Template

What's the purpose of the "Edit CMS template" button on the Custom Quote template Settings page? 1. If you click it, you're taken to the @hubspot >cms-quotes-theme and given a message that you can't change it, but you can create a child theme, read more

Reply Discussion Professional

0 upvote

0 Reply

CBabb on June 09, 2023

How to aggregate data from the multiple fields into one new field?

Hi - I have a field (let's call it Field X) in each Deal and I have multiple Deals related to one Contact. I want to aggregate the data from the Field Xs and concatenate them into Field Y. Is this possible?

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

June 10, 2023

Hi @CBabb , Yould you specify what exactly the aggregation / concatenation should look like? If you have deals with values "A", "B", and "C", ...read more

EAnderson8 on June 09, 2023

Email tracker not working in the last couple of days

Hi there! I have been getting alerts while sending emails out of my Gmail inbox that HubSpot cannot track them. It isn't for all the emails and it has become more frequent in the past few days. I only get the alert when working from my Gmail inbox read more

Reply Discussion Enterprise

0 upvote

1 Reply

franksteiner79

Key Advisor

June 09, 2023

Hi @EAnderson8 When you say you are getting alerts, what does that look like - is it a banner or pop up in Gmail, an alert in HubSpot? Do yo...read more

traviskl on June 09, 2023

Deal Pipeline Management

In your Deal pipeline, do you allow deals to move backward in the process? Trying to set rules for my team and deciding between two options: 1. If it has to move backwards, mark as closed lost and open a new deal when appropriate. 2. Let them mov read more

Reply Discussion Professional

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

June 10, 2023

Hi @traviskl , Could you share an example or explanation for why a deal would move backwards? Generally, HubSpot expects deals to go fow...read more

MHouston2 on June 09, 2023

Zoom Phone Incoming Calls Lookup Not Working

We want incoming calls through Zoom Phone open the corresponding contact record in Hubspot. Zoom documentation says to put the link below into Zoom Phone desktop app settings for launching an external URL for incoming calls. When I tested it, Hubsp read more

Reply Discussion Professional

0 upvote

0 Reply

BKelly710 on June 09, 2023

Custom Cards

Hi! Ran into my first problem - How does one create a custom field that is visible on the right sidebar that allows for a pdf file upload? Would also like to make this file/ link to a pdf file visible when viewing contacts (next to name, company, u read more

Reply Discussion Professional

0 upvote

1 Reply

00000

Contributor

June 09, 2023

Hello, I'm not familiar with a right side card option that can highlight one particular document under attachments or an isolated card just for o...read more